This licence authorises the licensee to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
deposit and payment products including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation; and
deal in a financial product by:
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
deposit and payment products including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment products;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
securities;
standard margin lending facility; and
superannuation;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
|---|---|---|
| Aaron Speelman | 2007 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Master of Commerce (Financial Planning) - University of Western Sydney ~ Tier 1 Margin Lending Personal Advice - Kaplan Professional |
| Adam Ellsmore | 2010 | Bachelor of Business (Banking & Finance) - Charles Sturt University ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Margin Lending & Geared Investments - Kaplan Professional |
| Adam Hone | 2014 | Bachelor of Commerce (Commercial Law & Finance) - University of Sydney ~ Diploma of Financial Planning - International Institute of Technology (IIT) ~ RG146 Tier 1 Specialist Margin Lending Course - International Institute of Technology (IIT) |
| Adam John Marjoribanks | 1997 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Foundation DFP - Financial Planning Assocation of Australia ~ Margin Lending & Geared Investments - Kaplan Professional |
| Adam Mark Moiler | 2012 | Bachelor of Engineering Mechanical Engineering (Honours) - Curtin University ~ Certificate IV Finance and Mortgage Broking - Kaplan Professional ~ Diploma of Financial Services - Kaplan Professional ~ Graduate Certificate of Chartered Accounting Foundations - Deakin University ~ Margin Lending & Geared Investments - Kaplan Professional |
| Adrian Francis Pekin | 2006 | Diploma of Financial Planning - Financial Planning Assocation of Australia ~ Financial Planning Assocation of Australia - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Adrian Stephen O'brien | 2022 | Certificate IV in Business - TAFE NSW ~ Diploma of Finance and Mortgage Broking Management - TAFE NSW ~ Graduate Certificate of Applied Finance - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Alexander Galvin | 2015 | Bachelor of Commerce Marketing - Macquarie University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Master of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Alexander Lee | 2015 | Accredited Aged Care Professional Program - Aged Care Steps ~ Bachelor of Commerce - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Alison Louise Antoinette | 2000 | ASX Markets Responsibilities Executive Exam - Kaplan Professional ~ Bachelor of Arts - Macquarie University ~ Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA) ~ Self Managed Superannuation Funds - Kaplan Professional |
| Alison Stanbridge | 2018 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Chartered Accountant (CA) - Chartered Accountants Australia and New Zealand (CA ANZ) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional ~ University of South Australia - Bachelor of Accounting |
| Amanda Leanne Crook | 2007 | Diploma of Financial Services (Financial Planning) - Integratec (Kaplan Professional) ~ Margin Lending & Geared Investments - Kaplan Professional |
| Andrew Clements | 2018 | Bachelor of Commerce (Accounting) - Deakin University ~ DFP: Securities and Managed Investments - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional |
| Andrew John Newburn | 2007 | Bachelor of Economics - University of Newcastle ~ Diploma of Financial Service (Financial Planning) - Tribeca |
| Andrew John Risson | 2003 | Bachelor of Commerce - University of Queensland ~ Margin Lending & Geared Investments - Kaplan Professional |
| Andrew Quayle | 2004 | Bachelor of Business - Deakin University ~ Certified Practising Accountant (CPA) - CPA Australia ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Master of Taxation Law - Deakin University |
| Angela Marie Sinel | 2012 | Bachelor of Commerce - Deakin University |
| Angelo Alfio Caltabiano | 1999 | Bachelor of Economics - James Cook University of North Queensland ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Securities Institute ~ MLFNS Principles of Margin Lending - International Institute of Technology (IIT) ~ SMSF Adviser Education Program - Financial Essentials |
| Angus Stuart Martin | 2018 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Economics - University of Tasmania ~ Diploma of Financial Planning - The Association of Superannuation Funds of Australia (ASFA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Project Management Principles - Tasmanian Electronic Commerce Centre |
| Annie Elizabeth Harris | 2008 | Bachelor of Environmental Management - University of Ballarat ~ Certificate IV in Financial Services (Finance/Mortgage Broking) FNS40804 - Australis College (formerly Intellitrain) ~ Diploma of Management - TAFE - University of Ballarat SMB ~ Graduate Diploma of Financial Planning - Kaplan (formerly FINSIA) ~ Margin Lending & Geared Investments - Kaplan Professional |
| Anthony Cerantonio | 2016 | Bachelor of Commerce - Griffith University, QLD ~ Diploma of Accounting - Gold Coast TAFE ~ Diploma of Financial Planning - IIT - International Institute of Technology |
| Anthony Daniel Sinclair | 2006 | Bachelor of Business - Swinburne University of Technology ~ Diploma of Financial Services - Kaplan (formerly FINSIA) ~ Margin Lending & Geared Investments - Kaplan Professional |
| Anthony Michael Kofkin | 2004 | Diploma of Financial Planning - RMIT University ~ Self Managed Superannuation Funds - Kaplan Professional |
| Anthony Munday | 1985 | Bachelor of Arts (Honours) - University of Kent ~ Diploma of Finance and Mortgage Broking Management - TAFE - NSW ~ Financial Planning Association (FPA) - Diploma of Financial Planning ~ Margin Lending & Geared Investments - Kaplan Professional |
| Anthony Perree | 2001 | Bachelor of Economics - Monash University ~ Margin Lending & Geared Investments - Kaplan Professional |
| Anthony Ragonese | 2018 | Accredited Aged Care Professional - Aged Care Steps ~ Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Commerce - University of Wollongong ~ Diploma of Financial Planning - Kaplan Professional ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional |
| Anthony Wayne Smith | 2017 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Commerce (Accounting & Financial Planning) - Griffith University ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Principles of Margin Lending - International Institute of Technology |
| Belinda Colyn Riordan | 2004 | Entry Level Competencies - Tribeca ~ Managed Investments - Traintrak ~ Policy Statement 146 Knowledge Assessment - Kaplan Professional ~ Risk Management - Tribeca ~ Superannuation - Traintrak |
| Benjamin John Newbold | 2001 | ASX Accredited Listed Products Adviser (ALPA) Program - Kaplan Professional ~ Bachelor of Banking and International Finance - The Flinders University of South Australia ~ Cavendish & ICFS Specialist SMSF Course - The University of Adelaide ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association of Australia (FPA) |
| Benjamin Venter | 2010 | Bachelor of Business (Finance and Marketing) - Griffith University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional |
| Bianca Jade Carroll | 2022 | Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional |
| Billy-joe Phillips | 2004 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Management - University of Newcastle ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics & Professionalism in Financial Advice - Kaplan Professional |
| Bradley Dale Peters | 2004 | Accredited Listed Product Adviser Program - Kaplan Professional ~ CPA Designation: Financial Planning Specialist - CPA Australia ~ Margin Lending Accreditation Program - Financial Essentials ~ Master of Business Administration - University of Queensland ~ Self Managed Superannuation Funds - Kaplan Professional |
| Bradley Lance Rousell | 2002 | Bachelor of Commerce - University of Newcastle ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Brodie Galati | 2009 | Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional |
| Caleb Winston Reeves | 2010 | Bachelor of Finance - Bond University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional |
| Cameron Gosson | 2016 | Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Commerce - University of Southern Queensland ~ Diploma of Financial Planning - Monarch Institute ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ SMSF & Margin Lending Accredited - Mentor Education |
| Cameron Ronald Mcausland | 2006 | Advanced Diploma of Financial Services (Financial Planning) - MLC ThreeSixty ~ Bachelor of Business - Australian Catholic University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Self Managed Super Funds - MLC Internal Accreditation ~ WM1333 Aged Care & WM1334 Advanced Aged Care - MLC Internal Accreditation |
| Carolyn Denise Findlay | 2013 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Diploma of Financial Services (Financial ~ Margin Lending - Kaplan Professional |
| Casey Marijke Kropman | 2012 | Bachelor of Commerce - University of Melbourne ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ SMSF Specialist Advisor (SPAA) - SMSF Association |
| Catherine Beh | 2012 | Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Bachelor of Social Science (Economics) - University of New South Wales ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services AcademyDiploma (AQF 5) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Educational Leadership - University of Western Sydney |
| Catherine Kayess | 2018 | Bachelor of Business (Business Administration) - RMIT University ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Catherine Lizza | 2004 | Advanced Diploma of Financial Services (Financial Planning) - Deakin Financial Services ~ Diploma of Financial Services (Distribution) - Deakin Financial Services ~ Financial Services Essentials - Deakin Financial Services |
| Catherine Mary Shelvey | 2015 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - The Association of Superannuation Funds of Australia (ASFA) ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Celia Almeida Barila | 2016 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor of Commerce - University of Wollongong ~ CPA Program - CPA Australia ~ Diploma of Financial Planning - Monarch Institute |
| Chris Krstevski | 1998 | Bachelor of Commerce (Accounting) - University of Newcastle ~ Margin Lending & Geared Investments - Kaplan Professional |
| Christian Tsiolis | 2000 | Advanced Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy Pty Ltd ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending (knowledge only) - Pinnacle Financial Services Academy ~ Self Managed Superannuation Funds - Kaplan |
| Christina Leanne Hendry | 2016 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Commerce - University of South Australia ~ CPA - CPA Australia ~ Diploma of Financial Planning - International Institute of Technology ~ SMSF Specialist - Self Managed Super Fund Association |
| Christine Anne Hallowes | 2000 | Diploma of Financial Planning - Financial Planning Association ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Margin Lending & Geared Investments - Kaplan Professional |
| Christine Kay Ivers | 2008 | Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty (GWM Adviser Services) ~ Advanced Strategies for Self Managed Superannuation - ThreeSixty (GWM Adviser Services) ~ Bachelor of Business - Central Queensland University ~ Diploma of Financial Services (Financial Planning) - ThreeSixty (GWM Adviser Services) ~ Margin Lending & Geared Investments - Kaplan Professional |
| Christine Lusher | 2003 | Bachelor of Economics - University of Newcastle ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan Professional |
| Christopher Paul Brame | 2022 | Graduate Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Clinton Barry Fleming | 2014 | Bachelor of Science - University of the Sunshine Coast ~ Managed Investments & Securities - Kaplan Professional ~ Master of Business (Applied Finance) - Queensland University of Technology ~ Superannuation and Life Insurance Skills - Kaplan Professional |
| Costa Mappis | 2011 | Bachelor of Commerce - University of Wollongong ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional ~ Tier 1 Adviser Compliance Solution - FINSIA |
| Craig Brendan Holly | 2012 | Bachelor of Business (Financial Planning) - RMIT University |
| Craig Stevens | 1999 | Bachelor of Business (Accounting) - RMIT University ~ Diploma of Financial Planning - Financial Planning Assocation of Australia ~ Margin Lending & Geared Investments - Kaplan Professional |
| Crystal-louise Broadfoot | 2007 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Damien Mckern | 2016 | Bachelor Of Business (Accountancy) - Queensland of University Technology ~ Bachelor of Laws - Queensland University of Technology ~ Certified Practising Accountant - CPA Australia ~ Chartered Accountant - Chartered Accountants Australia and New Zealand (CAANZ) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Daniel John Miller | 2016 | Bachelor of Business (Accounting) - Charles Sturt University ~ Diploma of Financial Planning - International Institute of Technology ~ IIT: Specialist Self Managed Superannuation - International Institute of Technology |
| Daniel Krstevski | 2017 | Accredited Listed Product Adviser - Kaplan Professional ~ Bachelor of Commerce - University of Newcastle ~ CERTIFIED FINANCIAL PLANNER professional - CFP ~ Master of Financial Planning - Kaplan Professional ~ Tier1: (928) Margin Lending - Kapan Professional |
| Daniel Paul Lunardi | 2015 | Advanced Diploma Financial Planning - Monarch Institute ~ Bachelor of Commerce (Finance) - Swinburne University of Technology ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma Financial Planning - Monarch Institute |
| Darren Stevens | 2001 | Bachelor of Commerce - Australian National University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Securities Institute ~ SMSF Specialist Adviser (SSA) - SMSF Association |
| David Andrew Murphy | 2002 | Bachelor of Economics - University of Newcastle NSW ~ Diploma of Financial Planning (FNS50611) - IIT |
| David Anthony Ryan | 2003 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce - University of Ballarat (Federation University) ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional |
| David Evers | 2002 | Bachelor of Commerce - University of Newcastle ~ Chartered Accountant - Chartered Accountants Australia New Zealand |
| David John Shaw | 2016 | Bachelor of Business With Credit - University of Technology, Sydney ~ Certified Practising Accountant (CPA) - CPA Australia ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Superannuation & Self-Managed Superannuation Funds - Pinnacle Financial Services Academy |
| David Mark Hodgson | 2005 | Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional |
| David Ridgway | 1998 | Bachelor of Business - University of Southern Queensland ~ Chartered Accountant - Chartered Accountants Australia New Zealand ~ Margin Lending & Geared Investments - Kaplan Professional |
| David Ronald Pilchowski | 2003 | Diploma of Financial Advising - Kaplan (formerly Securities Institute Australia) ~ Margin Lending & Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - University of Adelaide |
| David Vickers | 2006 | 928S Margin Lending - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ SMSF Specialist Adviser (SSA) - SMSF Association |
| Dean Campbell Murdoch | 2009 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional |
| Domenico Carmelo Sita | 2012 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Economics - Monash University ~ Diploma of Financial Services (Financial Planning) - MLC ~ Principles in Self Managed Superannuation Funds - International Institute of Technology ~ RG146 Tier 1 Margin Lending Specialist Course - International Institute of Technology |
| Donald Angus Mcqueen | 2004 | Advanced Diploma of Financial Services (Financial Planning) - Tribeca Learning Australia ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Donald Lavery | 1994 | Bachelor of Business - Kuring-gai College of Advanced Education UTS ~ Margin Lending & Geared Investments - Kaplan Professional |
| Duncan James Derrington | 2008 | Bachelor of Economics - The University of Queensland ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - FINSIA ~ Self Managed Superannuation Funds - Kaplan Professional |
| Effi Louise Bowtell | 2004 | Advanced Diploma of Financial Services (Financial Planning) - Mentor Education ~ Diploma of Financial Services (Financial Planning) - Mentor Education ~ Fellow Chartered Financial Practitioner (FChFP) - Association of Financial Advisers (AFA) ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Elliot Mills-edward | 2018 | Bachelor of Commerce - Accounting - Murdoch University ~ Diploma of Financial Planning - Kaplan Education |
| Emily Rosemary Lovell | 2018 | Bachelor of Business and Bachelor of Economics - University of Tasmania ~ Diploma of Financial Planning - Kaplan ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Eric Allan Mccay | 2003 | Bachelor of Business Accountancy - Queensland Institute of Technology ~ Certified Financial Planner - FPA ~ Certified Practicing Accountant - Australian Society of Accountants ~ Margin Lending and Geared Investments - Kaplan Professional |
| Eric Haines | 1994 | Bachelor of Commerce (Accounting) - University of New South Wales ~ Certificate of Membership - Chartered Accountants Australia New Zealand ~ Financial Planning Specialist - Chartered Accountants Australia New Zealand ~ PS146 Knowledge Assessment - Securities Institute (Kaplan Professional) |
| Eugene (kang) Wong | 2011 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Business - University of Technology Sydney ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Gaurav Arora | 2017 | Bachelor of Commerce - Guru Nanak Dev University (india) ~ Diploma of Financial Planning - Kaplan Professional ~ Master of Accounting and Financial Management - La Trobe University |
| George Kapiniaris | 2007 | Bachelor of Economics - Monash University ~ Diploma of Financial Services (Financial Planning) - FINSIA Education (Kaplan Professional) ~ Margin Lending & Geared Investments - Kaplan Professional |
| Glenn Torrents | 2000 | Bachelor of Business - University of Tasmania ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Chartered Accountants (CA) - Chartered Accountants Australia and New Zealand (CAANZ) ~ Margin Lending and Geared Investments - Kaplan Professional |
| Grant Gerald Van Heerden | 2009 | Advanced Diploma of Financial Planning (FNS60410) - Kaplan Professional ~ Certificate IV in Financial Services (Finance/Mortgage Broking) FNS40804 - Australis College (formerly Intellitrain) ~ Diploma of Financial Services (Financial Planning) FNS50804 - Mentor Education / RG146 ~ Margin Lending and Geared Investments - Kaplan Professional |
| Grant Homes | 2017 | Bachelor of Commerce - University of Newcastle ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Gregory Burford | 2001 | Bachelor of Commerce - University of Western Sydney ~ Chartered Accountant (CA) - Chartered Accountants Australia & New Zealand (CA ANZ) ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional |
| Haden Lacey | 2016 | Bachelor of Commerce - Griffith University ~ Ethics and Professionalism - Griffith university ~ Master of Financial Planning - Griffith University |
| Hamish Lorimore Zerbe | 2005 | ASX Accredited Listed Products Adviser (ALPA) Program - Kaplan Professional ~ Diploma of Financial Advising - Securities Institute ~ Margin Lending and Geared Investments - Kaplan Professional ~ Master of Commerce (Financial Planning) - Western Sydney University ~ Self Managed Superannuation Funds - Kaplan Professional |
| Helga Baxter | 2007 | Certificate IV in Financial Services (Finance/Mortgage Broking) - Australis College (formerly Intellitrain) ~ Diploma of Finance and Mortgage Broking Management - Australis College (formerly Intellitrain) ~ Diploma of Financial Advising - Kaplan (formerly Securities Institute Australia) ~ Margin Lending & Geared Investments - Kaplan Professional |
| Hilary Linda Acheson | 2015 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Certificate in Financial Services - University of New England ~ Master of Financial Planning - Western Sydney University ~ Tier1: (928) Margin Lending - Kaplan Professional |
| Hugh Nowaki Mcqueen-tokita | 2011 | Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Ian Carter | 1998 | Bachelor of Commerce (Economics) - University of Wollongong ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan (formerly Securities Institute Australia) ~ Graduate Diploma ofApplied Finance & Investment - Securities Institute/Finsia ~ Margin Lending & Geared Investments - Kaplan Professional |
| Jacob Moss | 2014 | Advanced Diploma of Financial Planning - Mentor Education / RG146 ~ Diploma of Financial Services (Financial Planning) - Mentor Education / RG146 ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ RG146 Tier 1 Specialist Margin Lending - International Institute of Technology |
| Jacqueline Irwin | 2011 | Accredited Aged Care Professional - Aged Care Steps ~ Advanced Diploma of Financial Services (Financial Planning) - Quantum Financial Training ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Chartered Accountant (Financial Planning Specialist) - Chartered Accountants Australia and New Zealand (CA ANZ) ~ SMSF Strategies Specialist SMSF Adviser Training Course - SMSF Training |
| Jakob Van Dalen | 2017 | Bachelor of Business (Sport Development and Management) - La Trobe University ~ Diploma Financial Planning - Kaplan Australia ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Licensee Accreditation - Listed Securities - MLC ~ Licensee Accreditation - Self Managed Super Funds - MLC |
| James Darling | 2012 | Advanced Diploma of Financial Planning - Kaplan Professional Education ~ Bachelor of Commerce (Financial Accounting) - University Newcastle ~ Diploma of Financial Services (Financial Planning) - Mentor Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional Education ~ FASEA Exam - FASEA |
| James Francis Fisher | 2018 | Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - The Securities Institute of Australia |
| James Joseph Miller | 2008 | Advanced Diploma Financial Services (Financial Planning) - Kaplan Professional ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma Financial Services (Financial Planning) FNS50804 - Kaplan Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Australia |
| James Mohi Tarawhiti | 2007 | Certificate IV in Finance and Mortgage Broking - The National Finance Institute ~ Diploma of Financial Services (Financial Planning - Mentor Education |
| Jason Andrew Barr | 2008 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Jason Burley | 2000 | ASX Listed Products Accreditation Course (LPAC) - LPAC Online ~ Bachelor of Business - Southern Cross University ~ Graduate Diploma of Financial Planning - Kaplan (formerly Securities Institute Australia) |
| Jeffrey Milton | 1994 | Associate of Institute of Chartered Accountants - Chartered Accountants Australia New Zealand ~ Bachelor of Economics - University of Adelaide ~ Margin Lending & Geared Investments - Kaplan Professional |
| Jennifer Jean Jess | 2011 | Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional |
| Jeremy Guirguis | 2018 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Commerce - University of New South Wales ~ Bachelor of Economics - University of New South Wales ~ Diploma of Financial Planning - Kaplan Professional ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional |
| Jerome George Alam | 2012 | Accredited Aged Care Professional - Aged Care Steps ~ Bachelor of Commerce (Finance and Financial Planning) - University of Wollongong ~ Margin Lending & Geared Investments - Kaplan Professional |
| Jesse Anton Stock | 2014 | Commercial Law Course (TASACLv1) - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Tax for Financial Advising - Kaplan Professional |
| Jessica Catherine Beck | 2018 | Bachelor of Arts - Macquarie University ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan ~ Master of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Jian Lin | 2018 | Accountants Self Managed Superannuation Funds Package - Kaplan Professional ~ Bachelor of Business (Professional Accounting) - University of New England ~ Bachelor of Laws - University of New England ~ Graduate Diploma of Chartered Accounting (GradDipCA) - Chartered Accountants Australia and New Zealand (CAANZ) ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Jiangying Dai | 2011 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Client Engagement Skills - Kaplan Professional ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Jie Lin | 2013 | Bachelor of Commerce - University of New South Wales ~ Certified Financial Planner - FPA ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending Knowledge and Skills - Kaplan Professional ~ Master of Financial Planning - Deakin University |
| Jim Bouzios | 2014 | Diploma of Financial Planning - Monarch Institute |
| Joel Cameron Nicol | 2008 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Commerce - University of Wollongong ~ SMSF Specialist Advisor (SSA) - SMSF Association ~ Self Managed Superannuation Funds - International Institute of Technology |
| John Eric Ellis | 1998 | Bachelor of Commerce - University of New South Wales ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia ~ Charted Accountant (CA) - Charted Accountants Australian and New Zealand (CA ANZ) ~ Margin Lending & Geared Investments - Kaplan Professional |
| John Henry Rimpici | 2015 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Financial Administration - University of New England ~ Diploma of Financial Services (Financial Planning) - Kaplan (formerly FINSIA) |
| John Kaye Tatterson | 2004 | Bachelor of Commerce - The University of Melbourne ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| John Littleproud | 2001 | Bachelor of Business - University of Southern Queensland ~ Chartered Accountant - Chartered Accountants Australia and New Zealand (CAANZ) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional ~ SMSF Specialist Advisor Designation - SMSF Association |
| John Rohan Sadler | 2012 | Bachelor of Commerce - Deakin University |
| John Small | 1991 | Certified Financial Planner Program - Financial Planning Association of Australia (FPA) ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Diploma of Financial Planning - FPA/Deaking University ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ SMSF Specialist Advisor - SMSF Professionals' Association of Australia Limited |
| John Traficante | 2013 | Bachelor of Social Sciences (Information Management) (Major: Accounting) - University of Melbourne ~ Diploma - Financial Services Mortgage Broking - National Finance Institute ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Applied Finance & Investment - Securities Institute/Finsia ~ Margin Lending Geared Investments - Kaplan |
| Jonathan Fischer | 2014 | Bachelor of Commerce (Finance) - University of Newcastle ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending - Kaplan Professional |
| Jonathon Dennis Kelly | 2014 | Certificate IV in Financial Services - Swinburne University of Technology ~ Diploma Of Financial Services (Financial Planning) - ThreeSixty ~ Self-Managed Superannuation Fund - Mentor Education |
| Jonica Stewart | 2004 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional |
| Joshua Luke Buckley | 2020 | Bachelor of Business (Financial Planning) - Royal Melbourne Institute of Technology (RMIT) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional |
| Juan NI | 2017 | Diploma of Financial Planning - International Institute of Technology ~ Master of Business (Accountancy) - University of South Australia ~ Principles in Self Managed Superannuation - International Institute of Technology |
| Judy LU Yan | 2001 | Bachelor of Commerce - Monash University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Securities Institute ~ Master of Applied Finance - Kaplan Professional |
| Justin James Wilson | 2011 | Accredited Aged Care Professional - Aged Care Steps ~ Bachelor of Economics - University of Newcastle ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Self Managed Superannuation Funds - Kaplan PRofessional ~ Tier 1 Margin Lending - Personal Advice - Kaplan Profesisonal |
| Justin Nothling | 2001 | Bachelor of Nursing - Central Queensland University ~ Diploma of Financial Planning - Deakin University ~ Graduate Diploma of Management - Central Queensland University ~ Margin Lending & Geared Investments - Kaplan Professional ~ Master of Business Administration (Financial Management) - Central Queensland University |
| Kade Jeffree Beasley | 2018 | Advanced Diploma of Financial Planning - Kaplan Professional ~ DFP Securities & Managed Investments - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional |
| Karolina Grbin | 2014 | Bachelor of Business (Applied Economics) - Victoria University ~ Certificate of Superannuation Management - The Association of Superannuation Funds Australia (ASFA) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Kenneth Chung | 2006 | Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty (GWM Adviser Services Limited) ~ Bachelor of Engineering (Chemical Engineering) - RMIT ~ Certificate IV Financial Services (Finance|Mortgage Broking) - Intellitrain ~ Diploma of Financial Services (Financial Planning) - ThreeSixty (GWM Adviser Services Limited) ~ Graduate Diploma of Management (Technology Management) - Deakin University |
| Kenneth William Grimes | 2003 | Bachelor of Business - Victoria University of Technology (formerly Footscray Institute of Technology) ~ Chartered Accountant - Chartered Accountants Australia New Zealand ~ Diploma of Financial Services (Financial Planning) - FINSIA Education (Kaplan Professional) ~ Margin Lending & Geared Investments - Kaplan Professional |
| Kerry Maree Olive | 2003 | Bachelor of Business - Capricornia Institute of Advanced Education ~ Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Kharen Patricia Kaleda | 1997 | Bachelor of Commerce - University of Wollongong ~ Margin Lending & Geared Investments - Kaplan Professional |
| Kieran Edward Brown | 2014 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce (Finance & Economics) - University of Wollongong ~ Diploma of Financial Planning - Kaplan Professional |
| Kim Scott | 1991 | Bachelor of Financial Administration - University of New England ~ Chartered Accountant (CA) - Chartered Accountants Australia and New Zealand (CA ANZ) ~ Client Engagement Skills - Kaplan Professional ~ Diploma of Financial Planning - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Kristian Floresta Tangan | 2005 | Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - FINSIA Education (Kaplan Professional) |
| Kristina Triandafilis | 0 | Bachelor of Commerce - University of New South Wales ~ Master of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Kristopher Philip Chapman | 2018 | Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Western University of Sydney |
| Kyle Michael Brown | 2007 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Bachelor of Commerce (International Business & Finance) - University of Tasmania ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Services (Financial Planning) - Mentor Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Kylie Alcorn | 2010 | Bachelor of Economics - University of New England ~ Diploma of Financial Planning - International Institute of Thechnology ~ Graduate Diploma in Applied Finance and Investment - Securities Institute of Australia ~ Principles of Margin Lending - International Institute of Technology ~ SMSF Specialist Advisor - SMSF Association |
| Lachlan Cruickshank | 2022 | Bachelor of Commerce - Griffith University |
| Leah Alice Hall | 2015 | Bachelor of Commerce - University of Newcastle ~ Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Self Managed Superannuation Funds - Pinnacle Financial Services Academy |
| Leanne Mulham | 2010 | Bachelor of Applied Science - Ballarat University College ~ Diploma of Financial Services - Kaplan Professional |
| Leeann Padayachee | 2017 | Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Planning - Mentor Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Leonie Gae Nagle | 2005 | Bachelor of Economics - University of Western Australia ~ Diploma of Financial Planning - Financial Planning Assocation of Australia ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy ~ Graduate Diploma of Applied Finance & Investment - Securities Institute/Finsia ~ Margin Lending & Geared Investments - Kaplan Professional |
| Linda Rose Tellis | 2012 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Linh Thi Thao Nguyen | 2015 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce - The University of New South Wales ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Lucija Emina Saric | 2004 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Information Technology - Charles Sturt University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional ~ Margin Lending - Pinnacle Financial Services Academy |
| Lucy Claxton | 2023 | Accredited Aged Care Professional - Aged Care Steps ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Luke DI Pietro | 2006 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma Financial Planning - Kaplan Professional ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional |
| Lyle John Greig | 2003 | Bachelor of Commerce (Accountancy) - University of Wollongong ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional |
| Maria Margarida Teixeira | 2004 | Aged Care Assessment - Aged Care Adviser Network ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Mark Andrew Humphris | 2000 | ASX Accredited Listed Products Adviser (ALPA) Program - Kaplan Professional ~ Bachelor Business (Banking & Finance) - University of SA ~ Bachelor of Business - University of South Australia ~ Diploma Financial Planning - Deakin University ~ Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA) |
| Mark Christopher Gray | 2002 | ASX Listed Products Accreditation Course (LPAC) - LPAC Online ~ Margin Lending & Geared Investments - Kaplan Professional |
| Mark Dodds | 1999 | Bachelor of Business (Accounting) - Queensland University Technology (QUT) (formerly QiT) ~ Margin Lending & Geared Investments - Kaplan Professional |
| Mark Edward Bettinzoli | 2017 | Accredited Aged Care Professional - Aged Care Steps (ACS) Pty Ltd ~ Bachelor of Business Studies - Charles Sturt University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional |
| Mark Gerard O'toole | 1993 | Advanced Strategies for Self Managed Superannuation - MLC ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma Financial Planning - Royal Melbourne Institute of Technology (RMIT) ~ Master of Commerce (Financial Planning) - The University of Western Sydney |
| Martin Peter White | 2002 | ASX Listed Products Accreditation Course (LPAC) - LPAC Online ~ Bachelor of Commerce - Macquarie University ~ Margin Lending & Geared Investments - Kaplan Professional |
| Mary Theresa Benton | 2005 | ASX Accredited Listed Product Adviser - Kaplan Professional ~ Chartered Accountant (CA) - Chartered Accountants Australia and New Zealand (CA ANZ) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - FINSIA ~ Self Managed Superannuation Funds - Kaplan Professional |
| Matthew Carberry | 1999 | Advanced Diploma of Accounting - TAFE ~ Advanced Diploma of Financial Planning - International Institute of Technology ~ Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Graduate Certificate in Professional Accounting - University of Southern Queensland ~ Margin Lending & Geared Investments - Kaplan Professional |
| Matthew Coman | 2013 | Bachelor of Commerce - University of Canberra ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional ~ Master of Applied Finance - Kaplan Professional |
| Matthew Harold Pack | 2002 | ASX Accredited Listed Products Adviser (ALPA) Program - Kaplan Professional ~ Advanced Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending and Geared Investments - Kaplan Professional ~ Master of Applied Finance - Charles Sturt University ~ Self Managed Superannuation Funds - Kaplan Professional |
| Matthew Hayes | 1997 | Bachelor of Business - Central Queensland University ~ Margin Lending & Geared Investments - Kaplan Professional |
| Matthew Ireland | 2018 | Bachelor of Business - University of Newcastle ~ Bachelor of Commerce - University of Newcastle ~ Client Engagement Skills - Kaplan Professional ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Matthew Leigh Holmes | 2014 | Diploma of Financial Planning - Kaplan Professional |
| Matthew Moon | 2016 | Bachelor of Commerce (Accountancy) - University of Wollongong ~ Diploma of Financial Services (Financial Planning) - FINSIA ~ Margin Lending & Geared Investments - Kaplan Professional ~ SMSF Specialist Advisor - SMSF Association |
| Matthew Philip Mitchell | 2018 | Bachelor of Commerce - University of Tasmania ~ Diploma of Financial Planning - Kaplan Professional |
| Max Moodley | 2004 | Bachelor of Laws - University of Natal ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Masters in Law - University of Natal ~ SMSF Specialist Advisor (SSA) - SMSF Association |
| Megan Louise Paltoglou | 2002 | Accredited Aged Care Professional - Aged Care Steps ~ Bachelor of Commerce - The University of Melbourne ~ Diploma of Financial Planning - Financial Planning Association ~ Margin Lending - Mentor Education ~ Self Managed Superannuation Funds - Mentor Education |
| Melanie Anne Jones | 2007 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce - University of South Australia ~ Certificate in Rural Estate Planning - The University of Adelaide ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Michael Alexander Gionfriddo | 2016 | Bachelor of Business (Accounting) - Chisholm Institute of Technology ~ Diploma of Financial Planning - International Institute of Technology |
| Michael Andrew Gay | 2012 | Advanced Diploma of Financial Planning (FNS60410) - International Institute of Technology (IIT) ~ Diploma of Financial Planning - International Institute of Technology (IIT) ~ Principles in Self Managed Superannuation - International Institute of Technology (IIT) |
| Michael Banks | 2014 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Planning - Monarch Institute ~ Bachelor of Economics - University of Sydney ~ Diploma of Financial Planning - Monarch Institute ~ Master of Strategic Management - University of Wollongong |
| Michael James Garnaut | 2018 | Bachelor of Commerce - Macquarie University ~ Diploma of Financial Planning - Kaplan Professional |
| Michael James Harris | 0 | Bachelor of Commerce - Griffith University |
| Michael Leonard Holmes | 2004 | Accredited Aged Care Professional - Aged Care Steps ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA) ~ Fellow Chartered Financial Practitioner (FChFP) - Association of Financial Advisers (AFA) ~ Self Managed Superannuation Funds - Kaplan Professional |
| Michael Louros | 2001 | Bachelor of Business - Victoria University ~ Diploma of Financial Planning - International Institute of Technology (IIT) ~ Graduate Diploma of Accounting - Victoria University ~ Margin Lending & Geared Investments - Kaplan Professional |
| Michael Milne | 1998 | Bachelor of Arts (Criminal Justice Administration) - Royal Melbourne Institute of Technology (RMIT) ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional ~ RG146 Margin Lending - MLC ThreeSixty |
| Michael Molony | 1999 | Bachelor of Business (Accounting) - Victoria University of Technology (formerly Footscray Institute of Technology) ~ Margin Lending & Geared Investments - Kaplan Professional ~ Tier1: (923) Securities - Kaplan Professional |
| Mike Haberfield | 1998 | Bachelor of Economics - Monash University ~ Graduate Diploma of Accounting - Deakin University (formerly Victoria College) |
| Mohammed Abou-eid | 1996 | Diploma - Financial Planning - RMIT ~ Diploma of Financial Planning - Deakin University ~ Diploma of Financial Planning - Kaplan Professional |
| Mushian LU Elsner | 2007 | Bachelor of Economics - Shanghai University of International Business and Economics ~ Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional |
| Natalie Nielsen | 2011 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan ~ Diploma of Financial Services (Financial Planning) - Kaplan |
| Nathan Raymond Horne | 2018 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Business Majoring in Financial Management - James Cook University ~ Diploma of Financial Planning - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional ~ Tier 1 Margin Lending-Personal Advice - Kaplan Professional |
| Nellie Chen Fung | 2008 | Bachelor of Accounting - Chartered Association of Certified Accountants UK ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services (Financial Planning)Diploma of Financial Services (Financial Planning) - Mentor Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional |
| Nicholas James Girdler | 2006 | Applied Self-Managed Super Fund Advice - Australian Executor Trustees ~ Bachelor of Economics - The Flinders University of South Australia ~ Certificate IV in Financial Services (Finance / Mortgage Broking) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Master of Financial Planning - Kaplan Australia |
| Nicholas John Woods | 2009 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Business - University of Newcastle ~ Client Engagement Skills - Kaplan Professional ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics & Professionalism in Financial Advice - Kaplan Professional |
| Nicholas Kemsley Gunner | 2004 | Diploma of Financial Services (Financial Planning) - Securities Institute of Australia ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Nicola Claire Chaffe | 2014 | 928 Margin Lending - Knowledge and Skills - Kaplan Professional ~ Accountants SMSF Package - Kaplan Professional ~ Bachelor Commerce (Acc.) - Monash University ~ Certified Practising Accountant (CPA) - CPA Australia ~ Graduate Diploma (Financial Planning) - Kaplan Australia |
| Nigel John Martin | 2004 | Bachelor of Commerce - Flinders University ~ Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Margin Lending & Geared Investments - Kaplan Professional |
| Norma Jane Samson | 2008 | Advanced Diploma of Financial Planning - Mentor Education ~ Diploma of Financial Services (Financial Planning) - Mentor Education ~ Margin Lending Accreditation Program - Financial Essentials ~ Self Managed Superannuation Fund Adviser (Personal Advice) - Mentor Education |
| Nunziante Losanno | 2006 | Bachelor of Commerce - Australian National University ~ Certificate of Public Practice - Chartered Accountants Australia New Zealand ~ Chartered Accountant - Chartered Accountants Australia New Zealand ~ Diploma of Financial Services - Kaplan (formerly Tribeca) ~ Margin Lending & Geared Investments - Kaplan Professional |
| Olga Ignjatic | 2015 | Bachelor of Commerce - Macquarie University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - FINSIA ~ Self Managed Superannuation Funds - Kaplan Professional |
| Omarr Ashraf Hussain | 2016 | Advanced Diploma of Financial Planning - Mentor Education ~ Bachelor of Accounting - Central Queensland University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Pasqualino Salzano | 0 | Bachelor of Commerce - Deakin University |
| Patrice Jean-francois Jacquin | 2005 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics & Professionalism in Financial Advice - Kaplan Professional ~ Master of Applied Finance - Kaplan Professional |
| Patrick Ponce | 2009 | Bachelor of Accounting - University of South Australia ~ Diploma of Finance and Mortgage Broking Management - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional |
| Paul Jackson | 2010 | Bachelor of Business - Griffith University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional |
| Paul Joseph Case | 2002 | Bachelor of Economics - Adelaide University ~ Chartered Accountant - Chartered Accountants Australia New Zealand ~ Margin Lending & Geared Investments - Kaplan Professional |
| Paul Polydefkis Tsikopoulos | 2004 | Bachelor of Business - Victoria University ~ Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Integrity Education Group ~ Ethics for Financial Services (Intensive) - Deakin University |
| Paul Richard Mulock | 1994 | ASX Accredited Listed Products Adviser (ALPA) Program - Kaplan Professional ~ Bachelor of Commerce - University of New South Wales ~ Bachelor of Laws - University of New South Wales ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association of Australia (FPA) |
| Paul Willoughby | 1990 | Count Introductory Training Course - Count Financial ~ Margin Lending & Geared Investments - Kaplan Professional |
| Peter Edward Blackett | 1997 | Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association of Australia (FPA) |
| Peter Karlson | 1998 | Bachelor of Business - Swinburne University of Technology ~ Diploma of Financial Planning - Financial Planning Association (FPA) ~ Margin Lending & Geared Investments - Kaplan Professional |
| Peter Keith Dickinson | 2016 | Bachelor of Applied Finance (Financial Planning) - TAFE NSW ~ Certified Financial Planner - Financial Planning Association ~ Diploma of Financial Planning - TAFE NSW |
| Peter Mogg | 1996 | Bachelor of Economics (Accounting) - Monash University ~ Margin Lending & Geared Investments - Kaplan Professional |
| Philip Toby Smith | 2004 | Bachelor of Commerce - University of Newcastle ~ Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA) ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Prashneel Karan | 2014 | Bachelor of Commerce (Accounting) - Monash University ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ RG146 Tier 1 Specialist Margin Lending Course - International Institute of Technology (IIT) |
| Rachel Crick | 2018 | DFP: Securities and Managed Investments - Kaplan Professional ~ Diploma of Financial Planning - Kaplan Professional |
| Rami Elkassem | 2006 | Certificate IV in Financial Services (Finance / Mortgage Broking) - Traineeship Management Australia (TMA) ~ Diploma of Financial Services (Financial Planning) - Financial Services Training & Assessment (FSTA) ~ Diploma of Financial Services - Institute of Financial Services (IFS) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - University of the Sunshine Coast |
| Raymond Miller | 2001 | Bachelor of Commerce (Accounting) - University of Wollongong ~ Count - Introductory Training Course ~ Graduate Diploma of Applied Finance - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional |
| Robert Edward Dugdale | 2003 | Bachelor of Business - Griffith University ~ Certified Financial Planner - FPA ~ Certified Practicing Accountant - CPA ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Robert John Bowen Gibson | 2017 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Computing (Multimedia Technology) - Deakin University ~ Diploma of Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Robert Mahony | 2013 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Commerce (Accounting and Marketing) - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Insurance and Risk Management - Deakin University |
| Robert Rush | 2000 | Count Introductory Training Course - Count Financial ~ Margin Lending & Geared Investments - Kaplan Professional |
| Rodney Geilman | 1996 | Bachelor of Business - Monash University ~ Diploma of Financial Planning - Kaplan Professional |
| Rodney Mcleod | 1995 | Bachelor of Business - La Trobe University ~ Margin Lending & Geared Investments - Kaplan Professional |
| Rodney W Johnstone | 1999 | ASX Accredited Listed Products Adviser Program - Kaplan ~ Certified Financial Planner - FPA ~ Graduate Diploma in Applied Finance and Investment - Securities Institue Eduction ~ Margin Lending and Geared Investments - Kaplan Education Pty Ltd (formerly Tribeca Learning (Australia) Pty Ltd) ~ Self Managed Superannuation Funds Adviser Course - Tribeca/The Strategist Group |
| Ronald George Palmer | 2016 | Bachelor of Commerce (Accounting, Finance and Systems) - University of New South Wales ~ Diploma of Financial Planning - Kaplan Professional ~ Securities and Managed Investments - Kaplan Professional |
| Ross Moll | 2002 | Bachelor of Commerce - La Trobe University ~ Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional |
| Rushan Manoj Attygalla | 2017 | FPC001B Economic & Legal Context for Financial Planning - Kaplan Professional ~ FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional ~ FPC007B Client Engagement Skills - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional |
| Ryan Jones | 2016 | Bachelor of Business - Victoria University ~ Certified Practising Accountant - CPA Australia ~ Client Engagement Skills - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Securities and Managed Investments - Kaplan Professional |
| Sally-anne Bell | 2002 | ASX Broker Exam - ASX / Securities Institute ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Tribeca ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Tribeca |
| Salvatore Russo | 2008 | Bachelor of Commerce - University of Queensland ~ Certificate IV Financial Planning - Tribeca (Kaplan Professional) ~ Chartered Accountant - Chartered Accountants Australia New Zealand ~ Diploma core PS146 Skills Competency - Tribeca (Kaplan Professional) ~ Margin Lending & Geared Investments - Kaplan Professional |
| Samuel Kenneth Grimes | 2011 | Bachelor of Commerce - La Trobe University ~ Diploma in Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional |
| Samuel Wilson | 2010 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Business - University of Sunshine Coast ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional |
| Sandeep Dang | 2003 | Bachelor of Commerce - La Trobe University ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA) ~ Self Managed Superannuation Funds - Kaplan Professional |
| Sarah Cox | 2004 | Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Diploma of Financial Services (Financial Planning) - Pinnacle Financial Services Academy |
| Sarah Kate Illarietti | 2017 | Qualification Bachelor of Commerce (Accounting and Financial Planning) - Curtin University of Technology |
| Savvas Papadopoulos | 2005 | Bachelor of Commerce - Deakin University ~ Diploma of Financial Services (Financial Planning) - Kaplan (formerly Securities Institute Australia) ~ Margin Lending & Geared Investments - Kaplan Professional |
| Scott Mcdonald | 2008 | Advanced Diploma of Financial Services (Financial Planning) - Tribeca (Kaplan Professional) ~ Bachelor of Economics - Monash University ~ Chartered Accountant - Chartered Accountants Australia New Zealand ~ Diploma of Financial Services (Financial Planning) - Tribeca (Kaplan Professional) ~ Margin Lending & Geared Investments - Kaplan Professional |
| Senney Wang | 2018 | Accredited Aged Care Professional - Aged Care Steps ~ Advanced Diploma of Financial Planning - Kaplan Professional ~ Bachelor of Commerce - University of Melbourne ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Finance - University of Melbourne |
| Shahin Farrokh Tehrani | 2022 | Bachelor of Commerce (Accounting) - Griffith University ~ Diploma of Commerce - Queensland Institute of Business and Technology ~ Diploma of Financial Planning - Monarch Institute ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional |
| Shannon Smit | 2016 | Bachelor of Business (Accounting) - Monash University ~ Chartered Accountant - Chartered Accountants Australia and New Zealand (CAANZ) ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of International Taxation - University of Sydney |
| Shantel Evans | 2018 | Accredited Aged Care Professional - Aged Care Steps ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Master of Financial Planning - Kaplan Professional |
| Sharmila Kiran Phal | 2006 | Client Engagement Skills - Kaplan Professional ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association of Australia (FPA) ~ Economic and Legal Context for Financial Planning - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Simon Daniel Haden | 2007 | Bachelor of Arts - Deakin University ~ Bachelor of Teaching (Primary) - Deakin University ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ RG146 - Securities - Kaplan (formerly FINSIA) |
| Simon Leske | 2001 | Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association of Australia (FPA) ~ Margin Lending - Kaplan Professional |
| Simone Murad | 2017 | Bachelor of Business (Accounting) - Swinburne University of Technology ~ Chartered Accountant (CA) - Chartered Accountants Australia and New Zealand (CA ANZ) ~ Diploma of Financial Services (Financial Planning) - FINSIA Education (Kaplan Professional) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Certificate in Applied Finance - Kaplan Professional |
| Sonia Emma Turkovic | 1992 | Accredited Aged Care Professional - Aged Care Steps (ACS) Pty Ltd ~ Certificate in Applied Self-Managed Super Fund Advice - Tower Trust ~ Certified Financial Planning (CFP) - Financial Planning Association of Australia (FPA) ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Stephen Crowe | 2000 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Tribeca |
| Stephen Ronald Hubner | 2000 | Advanced Diploma of Financial Planning - International Institute of Technology ~ Diploma Financial Services (Financial Planning) FNS50804 - Investment Banking Institute |
| Steven Brian Duldig | 2009 | Bachelor of Commerce (Accounting & Financial Planning) - Deakin University ~ Margin Lending & Geared Investments - Kaplan Professional |
| Steven James Cork | 2010 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional ~ Master of Commerce - Deakin University |
| Stuart White | 2005 | ASX Listed Products Accreditation Course (LPAC) - LPAC Online ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning (DFP 1-8) - Financial Planning Association of Australia (FPA) ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending and Geared Investments - Kaplan Professional |
| Susan DI Pietro | 1996 | ASX Responsible Executive Exam - Tribeca ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ DPML Margin Lending - Pinnacle Financial Services Academy ~ Diploma Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA) |
| Suzanne Grayling | 2006 | Diploma of Financial Planning - Financial Planning Assocation of Australia ~ Margin Lending & Geared Investments - Kaplan Professional |
| Tania Anne Tonkin | 2009 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Accountancy - University of South Australia ~ Chartered Accountant (CA) - Chartered Accountants Australia and New Zealand (CA ANZ) ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Thirza Stacey | 1984 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional ~ Tier 1 Margin Lending Personal Advice - Kaplan Professional |
| Thomas Ian Whitley | 2015 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Bachelor of Commerce - University of Tasmania ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Tier 1 Margin Lending Personal Advice - Kaplan Professional |
| Thomas Raymond Weir | 2004 | Completed DFP 1 equivalent subject Institute of Chartered Accountants - Securities Institute ~ Completed Subjects 2-6 of a Diploma of Financial Planning - FPA-Deakin ~ Margin Lending and Geared Investments - Kaplan Professional ~ Master of Taxation - University of Melbourne ~ Self Managed Superannuation Funds Specialist Advisor - SMSF Professionals Association of Australia |
| Timothy Archer | 2017 | Bachelor of Applied Computing - University of Tasmania ~ Diploma of Business (Frontline Management) - CSU Training ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional ~ Master of Business (Financial Planning) - Charles Sturt University |
| Timothy Michael Flynn | 2017 | Accredited Listed Product Adviser Program - Kaplan Professional ~ Bachelor of Commerce (Accounting) - University of Southern Queensland ~ CPA Program - CPA Australia ~ Client Engagement Skills - Kaplan Professional ~ Diploma of Financial Planning - International Institute of Technology |
| Todd O'sullivan | 2016 | Bachelor of Commerce - The University of Southern Queensland ~ Diploma of Financial Planning - International Institute of Technology ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| Tony Naccarella | 2001 | Bachelor of Business (Accounting) - Deakin University ~ Certified Practising Accountant - CPA Australia ~ Margin Lending & Geared Investments - Kaplan Professional |
| Tracee Huey Xin Pang | 2018 | Accredited Aged Care Professional - Aged Care Steps ~ Bachelor of Business (Economics & Finance) (Applied) - RMIT University ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional ~ Master of Professional Accounting - Swinburne University of Technology |
| Trent Mills | 2017 | Bachelor of Accountancy - University of South Australia ~ CPA Program - CPA Australia ~ Diploma of Financial Planning - Integrity Education Group ~ Diploma of Financial Services - Integrity Education Group |
| Tyson Scott Ayris | 2018 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional |
| Vanessa Dicola | 2017 | Bachelor of Applied Finance and Bachelor of Management - University of South Australia ~ CFP Certification Program - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Kaplan Professional |
| Vaughan Smith | 0 | Bachelor of Commerce - Monash University ~ Graduate Diploma of Financial Planning - Kaplan Professional |
| Venetia Langlands | 2008 | Advanced Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ Diploma of Financial Services (Financial Planning) - ThreeSixty ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ TASACLv2 Commercial Law - Kaplan Professional |
| Veronica Bruce | 2006 | ASX Accredited Listed Products Adviser (ALPA) Program - Kaplan Professional ~ Bachelor of Business - Southern Cross University ~ CPA Program - CPA Australia ~ Master of Taxation and Financial Planning - University of New South Wales ~ SMSF Specialist - CPA Australia |
| Victoria Spurway | 2008 | Accredited Aged Care Professional - Aged Care Steps ~ Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA) ~ Graduate Diploma of Applied Finance (Financial Planning) - Kaplan Professional ~ Life Risk Specialist (LRS) - Financial Planning Association of Australia (FPA) ~ Margin Lending and Geared Investments - Kaplan Professional ~ Self Managed Superannuation Funds - Kaplan Professional |
| Vinh Tran | 1999 | Bachelor of Business - University of Technology Sydney (UTS) ~ Certificate IV Finance and Mortgage Broking - Kaplan Professional ~ Diploma core RG146 Skills: pre 2003 - Professional Development Operations Team ~ Margin Lending & Geared Investments - Kaplan Professional |
| Wayne Clark | 2000 | Associate Diploma of Business (Accounting) - TAFE NSW ~ Bachelor of Financial Administration - University of New England ~ Diploma of Finance and Mortgage Broking Management - Institute of Strategic Management ~ Graduate Diploma of Financial Planning - Kaplan Professional ~ Margin Lending & Geared Investments - Kaplan Professional |
| Wayne Fowler | 2003 | Bachelor of Commerce - University of Newcastle ~ Margin Lending & Geared Investments - Kaplan Professional |
| Wei Hua Hollink | 2003 | Advanced Diploma of Accounting - TAFE NSW ~ Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Certificate IV in Accounting - TAFE NSW ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional |
| William Fenwicke | 2000 | Bachelor of Economics - University of New England ~ Certificate IV Financial Services (Finance/Mortgage Broking) - Intellitrain Pty Ltd ~ Diploma of Finance and Mortgage Broking Management - Kaplan Professional ~ Graduate Certificate in Financial Planning - Kaplan (formerly FINSIA) ~ Margin Lending & Geared Investments - Kaplan Professional |
| Wissam Abou-eid | 1993 | Diploma of Financial Planning (DFP1-8) - Financial Planning Association of Australia (FPA) ~ Diploma of Financial Planning - Kaplan Professional ~ Graduate Diploma of Financial Planning - Kaplan ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional |
| Yasuhiro Kuramochi | 2015 | Advanced Diploma of Financial Planning - Kaplan Professional ~ Certified Financial Planners (CFP) - Financial Planning Association of Australia (FPA) ~ Certified Practising Accountant (CPA) - CPA Australia ~ Ethics & Professionalism in Financial Advice - Kaplan Professional ~ Master of Professional Accounting Advanced - Griffith University |
| Yoppie Sutanto Daniel | 2008 | Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Diploma of Financial Services (Financial Planning) - Kaplan Professional ~ Ethics and Professionalism in Financial Advice - Kaplan Professional ~ Introduction to Self Managed Superannuation Funds - Kaplan Professional ~ Master of Commerce - University of New South Wales |